See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,965 |
Service code 49 · EIN 59-2730348 | Other Services | $27,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,058 | $101,317-51.6% | $146,958-66.6% | $74,495-34.1% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.2%-6.6pp | 67.2%+8.4pp |
| Annual return | 19.40% | 8730.91%-8711.5pp | 418.34%-398.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $3,242 | $3,810-14.9% | $4,933-34.3% | $2,623+23.6% |
| Participant deferral / active EE | $7,012 | $7,303-4.0% | $8,070-13.1% | $4,346+61.4% |
| Admin fee / account holder | $289 | $1,739-83.4% | $12,998-97.8% | $1,942-85.1% |